Email Address Format Not Being Validated.
Ensure the email address follows the correct format (e.g., username@domain.com), before sending out from Dynamics 365 Finance and Operations.
invoice in posted in foreign currency but the payment is paid in accounting currency. At the time of payment the system is making the settlement of the invoice as per the current exchange rate.
When the Customer Invoice booked in Different currency other than accounting currency for the Invoice system will consider the Exchange rate on that particular Day, but while making the payment against Invoice in different day system considering Exchange rate on that day's stead requirement to...
Automated Creation and Settlement of Free Text Invoice Credit Notes in Compliance with EU Legal Requirements
Background:
Currently, reversing a Free Text Invoice (FTI) in D365 Finance requires a manual workaround due to limitations in the reversal functionality. The reversal process does not generate a legally compliant credit note, particularly in terms of invoice numbering, r...
Issue with "Document" Field Not Retained When Importing JBA Format
Select "JBA(JP) - Format A" for "Import format" in "Methods of payment".
Specify any string for "Document" in the "Journal names" setting.
After selecting the "Journal names" created in the Journal in "Customer payment journal" and importing the JBA format file in "Import payments"...
Enable One-Click Direct Printing for Sales Order Documents in D365FO
Printing documents such as the Sales Order Confirmation currently requires multiple steps, including selecting print destinations and confirming dialog boxes. While Print Management settings allow for some automation, there is no true one-click or automatic direct prin...
Auto Charge Setups - Additional Granularity
Currently we can configure auto charges to automatically apply to sales orders based on account code, item code, and mode of delivery code. This can be done at the header and line level.
Specifically, for the line level, I can assign a combination of account code with either ...
Customer Account Statement Report: Repeating Table Header on All Pages
The customer account statement report does not display the table header on all pages. The current design uses individual tables for headers, which prevents applying properties consistently across pages. Users have difficulty referencing the column headers as t...
Charges at sales line should not get deleted after invoicing process
Customer adds a charge code in a sales line and proceed with posting sales invoice. After invoice posting, it’s observed that with current design, charge is recorded in voucher transactions and can be found at sales invoice line, however, it gets deleted in sales order line.
W...
Direct Delivery lines added to SO when PO for same vendor has been confirmed need to group onto single new PO.
If a confirmed PO exists, and the user adds ten new Direct Delivery lines to the related SO for the same vendor, they will receive ten new PO's, each with a single line.
We believe a single new PO should be created with ten lines.
Thank you!
Allow separate due dates for credit notes in reminders.
Currently, the due date for credit notes is based on the payment terms defined on the customer's account. This can result in credit notes not appearing on collection or reminder letters until several weeks after they are posted, even though the credit is immediately applicable.